Russell Emerging Markets Fund

Russell Investments Emerging Markets Fund

Foreign Investment Fund

The Russell Investments Emerging Markets Fund invests in the RIC Emerging Markets Equity Fund. Through this investment, the Fund is exposed to a broad range of shares listed on the stock exchange in emerging markets and may also be exposed to selected countries which are considered ‘frontier’. For New Zealand-Resident Individuals the Russell Investments Emerging Markets Fund will be taxed under the Foreign Investment Fund tax rules. Click here to download the Fund Fact Sheet.

  • Invested in the Russell Investment Company Plc – The Emerging Markets Equity Fund. Through this investment, the Fund is exposed to a broad range of shares listed on the stock exchange in emerging markets.
  • Access to specialist investment expertise and skills.
  • Tax benefits associated with the Foreign Investment Fund tax regime. For example, for New Zealand-Resident Individuals, this includes being able to switch their tax treatment in certain circumstances.
Investment Manager Russell Investments
Investment Policy and Objectives The investment objective of the Fund is to provide a total return, before costs and taxes, higher than the Benchmark over the long term by providing investors with exposure to a diversified portfolio of emerging markets shares. The investment policy of the Fund is to be invested with the intent that the Fund's principal investment policy will be investment in equity securities in Emerging Markets.
Investment Strategy The fund offers broad exposure to emerging markets with some some exposure to frontier markets which in turn, means the fund offers higher risk/return potential over the long term.
Delegated Sub-Investment Manager(s)* The Russell Investments Emerging Markets Fund invests in a diverse portfolio of emerging market shares managed by specialist managers selected on the advice of Russell Investments. The current underlying specialist managers* are:

  • Numeric
  • Genesis
  • Alliance Bernstein
  • Harding Loevner
  • Oaktree Capital
  • Westwood
  • RWC Partners
Benchmark Russell Investments Emerging Markets Net Index
Minimum Investment Timeframe Minimum of 5 years

* We and Russell Investments are responsible for selecting appropriate funds and/or appointing sub-investment managers and strategies, and these may change without notice. Details of the current underlying specialist managers can be obtained by contacting us.

Click here to download Product Disclosure Documents

Click here to download Fund Fact Sheet